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Formidable Asset Management, LLC → EVT
Formidable Asset Management, LLC EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
8
Latest value
$1.4M
Q3 2026
Peak value
$3.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.2M |
| Q4 2025 | $1.5M |
| Q1 2026 | $2.9M |
| Q1 2026 | $1.6M |
| Q2 2026 | $2.8M |
| Q2 2026 | $1.3M |
| Q3 2026 | $3.1M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 46.4K | — | — |
| Q3 2026 | $3.1M | 110.5K | — | — |
| Q2 2026 | $1.3M | 49.0K | — | — |
| Q2 2026 | $2.8M | 112.2K | — | — |
| Q1 2026 | $1.6M | 51.9K | — | — |
| Q1 2026 | $2.9M | 113.7K | — | — |
| Q4 2025 | $1.5M | 54.6K | — | — |
| Q4 2025 | $3.2M | 132.5K | — | — |